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Studio Investment Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Studio Investment Management’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$71 – 328
2024
Q4 		$71 Hold
1
– – ﹤0.01% 321
2024
Q3 		$77 Hold
1
– – ﹤0.01% 288
2024
Q2 		$69 Sell
1
-268
-100% -$18.8K ﹤0.01% 297
2024
Q1 		$19.1K Buy
+269
New +$18.7K ﹤0.01% 214
2023
Q2 		– Sell
-51
Closed -$3.45K – 225
2023
Q1 		$3.45K Hold
51
– – ﹤0.01% 210
2022
Q4 		$3.24K Buy
+51
New +$3.12K ﹤0.01% 187

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Studio Investment Management's EFAV Position: Q1 2025 in Review

Studio Investment Management sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q1 2025, closing a stake of 1 share — an estimated $71 sold.

Studio Investment Management first reported a position in EFAV in Q4 2022 and held it in 6 quarters. The position peaked at $19.1K in Q1 2024. 485 funds tracked by Wall St. Rank hold EFAV as of Q1 2025.

  • Studio Investment Management reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Studio Investment Management sold 1 iShares MSCI EAFE Min Vol Factor ETF share in Q1 2025, an estimated $71.
  • Studio Investment Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and held it in 6 quarters.
  • Studio Investment Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $19.1K in Q1 2024.
  • 485 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q1 2025.

Based on Studio Investment Management's 13F filing for Q1 2025, filed 14 May 2025.